Position in PYPL
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,806
-$133 QoQ
Shares Held
65
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,286
of 1,371 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PYPL Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026Heritage Wealth Advisors holds $50,794,035 across 8 Credit Services names. PYPL ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
88,915 | $45,666,744 | |
| 2 | V |
Visa Inc.
|
12,221 | $4,192,902 | |
| 3 | AXP |
American Express Co
|
1,392 | $470,844 | |
| 4 | COF |
Capital One Financial Corp
|
2,220 | $445,376 | |
| 5 | SOFI |
SoFi Technologies, Inc.
|
525 | $9,413 | |
| 6 | UPST |
Upstart Holdings, Inc.
|
100 | $3,543 | |
| 7 | PYPL |
PayPal Holdings, Inc.
This page
|
65 | $2,806 | |
| 8 | ENVA |
Enova International, Inc.
|
10 | $2,407 |
All Filings in PYPL
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,806 | 65 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,939 | 65 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,794 | 65 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,358 | 65 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $4,830 | 65 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,241 | 65 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $10,839 | 127 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $49,627 | 636 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $33,947 | 585 | Shares | Sole | 2024-12-12 | |
| 2024-03-31 | $39,189 | 585 | Shares | Sole | 2024-12-12 | |
| 2023-12-31 | $35,924 | 585 | Shares | Sole | 2024-12-12 | |
| 2023-09-30 | $34,199 | 585 | Shares | Sole | 2024-12-12 | |
| 2023-06-30 | $84,480 | 1,266 | Shares | Sole | 2024-12-12 | |
| 2023-03-31 | $99,481 | 1,310 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $104,764 | 1,471 | Shares | Sole | 2024-12-12 | |
| 2022-09-30 | $154,581 | 1,796 | Shares | Sole | 2024-12-12 | |
| 2022-06-30 | $138,003 | 1,976 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $253,504 | 2,192 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $439,014 | 2,328 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $579,747 | 2,228 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $649,417 | 2,228 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $553,189 | 2,278 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $450,600 | 1,924 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $424,599 | 2,155 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $380,692 | 2,185 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $215,223 | 2,248 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||